This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/VTR/capital-change-brief"
Use Arkolith's capital_change_brief for VTR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $4.6B | 56.6M | ▲+2.7% Added · +1.5M sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.4B | 41.3M | ▲New +41.3M sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $2.9B | 35.4M | ▲+26% Added · +7.3M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $2.5B | 30.9M | ▲New +30.9M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $2.5B | 29.8M | ▲+0.5% Added · +136K sh | Q1 2026 | |
| 6 | FMR LLC | $2.2B | 27.3M | ▼−6.9% Reduced · −2.0M sh | Q1 2026 | |
| 7 | PRINCIPAL FINANCIAL GROUP INC | $1.3B | 15.3M | ▼−0.4% Reduced · −63K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $1.1B | 13.5M | ▲+3.9% Added · +512K sh | Q1 2026 | |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $789.0M | 9.6M | ▲+5.1% Added · +471K sh | Q1 2026 | |
| 10 | DIMENSIONAL FUND ADVISORS LP | $588.0M | 7.2M | ▲+3.6% Added · +253K sh | Q1 2026 | |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $527.3M | 6.4M | ▲+3.7% Added · +232K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $522.4M | 6.4M | ▲+0.7% Added · +43K sh | Q1 2026 | |
| 13 | NORGES BANK | $474.6M | 6.1M | ▲+12% Added · +674K sh | Q4 2025 | |
| 14 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | $484.8M | 5.9M | ▼−8.7% Reduced · −563K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $467.9M | 5.7M | ▲+0.3% Added · +18K sh | Q1 2026 | |
| 16 | Legal & General Group Plc | $450.2M | 5.5M | ▼−4.5% Reduced · −260K sh | Q1 2026 | |
| 17 | Daiwa Securities Group Inc. | $440.2M | 5.4M | ▲+14% Added · +677K sh | Q1 2026 | |
| 18 | Nuveen, LLC | $404.7M | 4.9M | ▼−9.8% Reduced · −539K sh | Q1 2026 | |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $386.2M | 4.7M | ▲+1.6% Added · +74K sh | Q1 2026 | |
| 20 | DEUTSCHE BANK AG\ | $386.2M | 4.7M | ▲+21% Added · +818K sh | Q1 2026 | |
| 21 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $383.1M | 4.5M | ▼−7.5% Reduced · −366K sh | Q1 2026 | |
| 22 | CANADA PENSION PLAN INVESTMENT BOARD | $360.2M | 4.4M | ▲+32% Added · +1.1M sh | Q1 2026 | |
| 23 | Resolution Capital Ltd | $342.8M | 4.2M | ▼−20% Reduced · −1.0M sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $342.0M | 4.2M | ▲+2.0% Added · +84K sh | Q1 2026 | |
| 25 | TWO SIGMA INVESTMENTS, LP | $326.6M | 4.0M | ▲+146% Added · +2.4M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 16, 2026 | Barnes Melody C | Director | Grant (A) | 72 | $7K |
| Jul 16, 2026 | LUSTIG MATTHEW J | Director | Grant (A) | 72 | $7K |
| Jul 16, 2026 | LUSTIG MATTHEW J | Director | Grant (A) | 210 | $20K |
| Jul 16, 2026 | Martino Roxanne M | Director | Grant (A) | 174 | $17K |
| Jul 16, 2026 | Rodriguez Joe Vasquez Jr. | Director | Grant (A) | 49 | $5K |
| Jul 16, 2026 | NADER MARGUERITE M | Director | Grant (A) | 72 | $7K |
| Jul 16, 2026 | Roy Sumit | Director | Grant (A) | 72 | $7K |
| Jul 16, 2026 | Roy Sumit | Director | Grant (A) | 47 | $4K |
| Jul 16, 2026 | Smith Maurice S | Director | Grant (A) | 72 | $7K |
| Jul 16, 2026 | Smith Maurice S | Director | Grant (A) | 56 | $5K |
| Jul 16, 2026 | EMBLER MICHAEL J | Director | Grant (A) | 72 | $7K |
| Jul 1, 2026 | Martino Roxanne M | Director | Grant (A) | 544 | $49K |
| Company | Co-held by | Combined value |
|---|---|---|
| META PLATFORMS INC-CLASS AMETA | 284 funds | $109.5B |
| AMAZON.COM INCAMZN | 283 funds | $200.2B |
| MICROSOFT CORPMSFT | 282 funds | $269.3B |
| BROADCOM INCAVGO | 282 funds | $146.3B |
| NVIDIA CORPNVDA | 280 funds | $375.7B |
| ALPHABET INC-CL AGOOGL | 278 funds | $171.6B |
| APPLE INCAAPL | 277 funds | $279.1B |
| ALPHABET INC-CL CGOOG | 277 funds | $116.6B |
| JPMORGAN CHASE & COJPM | 277 funds | $66.9B |
| VISA INC-CLASS A SHARESV | 276 funds | $59.6B |
| MASTERCARD INC - AMA | 275 funds | $53.4B |
| ELI LILLY & COLLY | 274 funds | $68.3B |
Ranked by how many of VTR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VTR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.